Fogel Capital Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,798
Closed -$4.76M 50
2024
Q4
$4.76M Buy
9,798
+282
+3% +$137K 2.39% 15
2024
Q3
$5.56M Sell
9,516
-204
-2% -$119K 2.87% 12
2024
Q2
$4.54M Buy
9,720
+319
+3% +$149K 2.42% 14
2024
Q1
$4.34M Buy
9,401
+187
+2% +$86.4K 2.55% 12
2023
Q4
$3.93M Buy
+9,214
New +$3.93M 3% 11